Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 31 Next »


TIS UI Components/Fields


#Feature /Component2nd level item 3rd level itemruleRelationshipComment

People

Search people

Add Person Record

Bulk Upload

Search People :

  • display list of trainees and Regions 

Add Person Record

PERSONAL

  • Title
  • Surname (Mandatory) 
  • Forename (Mandatory)
  • Legal Surname
  • Known as
  • Initials
  • Maiden Name

CONTACT

  • Telephone number
  • Address line 1
  • Address line 2
  • Address line 3
  • Address line 4
  • Postcode
  • Mobile number
  • Email address

GMC/GDC DETAILS

  • GMC (mandatory)
  • GDC (mandatory)
  • GMC status
  • GDC status
  • GMC start date
  • GMC end date
  • GDC start date
  • GDC end date
  • PH (Mandatory)
  • College

Bulk upload

  • Displays template to use to upload trainee details in bulk.

People - Trainer Record Associations





Posts
Posts - Field Definition



Programmes
Programmes - Educational Groups (Trainers) Field Validation & Scenarios



Revalidation





Assessments
Assessments - Field Validation



Admin





Cases?????
TBCTBCTBC

Reference data
TIS UI Fields - Dropdowns











Questions and Assumptions (To be reviewed with HCS and TIS stakeholders)


S/NQuestions or Assumptions Comments
1.Need to know the type of access they (HCS) will have on TIS. This will help to determine the access James will give in Tableau/MetabaseAde to speak to HCS and TIS 
2.What are the information they (HCS) need to know about the trainee in reporting. This will help James to set them up on Tableau?Ade to speak to HCS and TIS 
3.Data migration and Reporting might form the MVP with other requirements to be post MVPTo agree with HCS and TIS
4.

User Stories  and other feedback from workshop of 12/09/2018

Attendees

  1. Stephanie Pinches  -HCS
  2. Jasbir Daine - HCS
  3. Lisa Murphy - HCS
  4. Louise Ayer -HCS
  5. Chris Perkins - HCS
  6. Mehwish Khan - HCS
  7. Alistair Pringle - TIS
  8. Matt Leech - TIS
  9. Ade adekoya - TIS


S/NUser Story TIS - FeaturePriority 4 - Highest  to 0 - lowest (ticks received from workshop)DescriptionMVP/Post MVP?

Acceptance Criteria

Tickets  in JIRA

Comments
1.

As an Education Training Manager

I want to be able to have the ability to report on trainees and how they are progressing 

So that I can use those that are doing well for events



Assessment /Reporting




0

To be able to run reports on the training outcomes from system


Reporting tool will be required - Looking at access to Tableau?


Given [Current state]
When [User action]
Then [Expected outcome]


How do you measure trainee progress?
2.

As an HCS Administrator

I want a system that records all outcomes of training in one place 

So that I can facilitates flexible reporting


Assessment/Reporting



1


MVP?Given [Current state]
When [User action]
Then [Expected outcome]


List of outcomes?

MRP, ARP......

3.

As an HCS Administrator 

I want a flexible reporting feature

So that  I can support ad hoc and formal reporting requests



Assessment/Reporting


2


Reporting tool will be required - Looking at access to Tableau?

MVP?Given [Current state]
When [User action]
Then [Expected outcome]


Ad hoc Report
4.

As an Education Training Manager

I want to be able to search for trainees by specialism, location, cohort, year in programme by HSST/STP

So that the report can be in excel format



Programmes/Reporting



2


MVP?Given [Current state]
When [User action]
Then [Expected outcome]


Search training by what? Surname, forename...?
5.

As an HCS Administrator

I want to be able to create custom report using fields in the system

So that I can obtain data easily when requested; that is accurate and avoid duplicate reports



Programmes/Reporting



2


Reporting tool will be required - Looking at access to Tableau?

MVP?Given [Current state]
When [User action]
Then [Expected outcome]


Query database
6

As an HCS Administrator

I want to be able to add accreditation information to an employer/Post

so that .........


Post



0



Need more information


Given [Current state]
When [User action]
Then [Expected outcome]


What sort of accreditation info? What FE field covers this?
7

As an HCS Administrator

I want to see training Officers and Commissioners details as a multiple entries/records

So that ........


Post



0



Need more information


Given [Current state]
When [User action]
Then [Expected outcome]


What sort of info?

What FE field covers this?



8

As an Education Training Manager

I want to be able to search/find training officers linked to specialisms and in specific location with email address

So that I can report in excel format



Post/Reporting



1


MVP?Given [Current state]
When [User action]
Then [Expected outcome]


Search training officer. Can the search for trainee work for this? TIS question to answer
9

As an HCS Administrator

I want  to see whole trainee pathway so all information in one place

So that our processes can be streamlined


People



1

Presently, HCS database is linked to drives.MVP?Given [Current state]
When [User action]
Then [Expected outcome]


Trainee information in one place

What other info are from other drives?



10

As a Lead Administrator

I want connection or link between database and personal/school email to get notification

So that we do not miss important information and deadlines



People/Notification



0



Given [Current state]
When [User action]
Then [Expected outcome]


Use system as a Calendar for notification


Can TIS do this?



11

As an HCS Administrator

I want the ability for trainees to update own contact information e.g changes to surname, address or training officer

So that  to ensure current and accurate trainee data, remove admin processes needed to update



People



4


Training access?????


Post MVP??????Given [Current state]
When [User action]
Then [Expected outcome]


TIS working on trainee app.



12

As a Trainee Programme Co-coordinator -TPC

I want to have ability to upload particular assessment outcomes (in bulk)

So that I have efficient way of managing my time


People


1

There is another system for bulk upload in HCS. MVP?Given [Current state]
When [User action]
Then [Expected outcome]


Need the Assessment fields in excel. Need to know the assessment fields to be bulk upload



13

As an HCS Administrator

I want to record destination data - first jobs or learning programme

So that ........


People



0



Need more information


Given [Current state]
When [User action]
Then [Expected outcome]


Check field table for details.

Stored in 2 diff. places as: 

  • when leave in-between programme
  • When finish to capture their next destination



14

As a TPC

I want  to be able to create an alert system that reminds when reviews  are due

So that this allays missing any deadlines



People/Notification



0

Like calendar update
Given [Current state]
When [User action]
Then [Expected outcome]


Use system as a Calendar for notification


Can TIS do this?



15

As an HCS Administrator

I want something that holds trainee information in one place rather than links to that information

So that I have efficient way of managing my time


People



1


MVP?Given [Current state]
When [User action]
Then [Expected outcome]


Similar to s/n 9



16

As a Trainee Support Case Manager

I want system which allows recording, update and secure storage of sensitive information about trainees in difficulty

So that all information in one place and reduce multiple systems



People



4

Case Management system?Post MVP????Given [Current state]
When [User action]
Then [Expected outcome]


Can TIS provide this now?



17

As a Curriculum Support Officer

I want more detailed information on ASP trainees and ability to report on it. Similar fields to STP

So that the information is recorded correctly and easy to find



People



0

What more fields on ASP as are on STP

What are the fields?

MVP???Given [Current state]
When [User action]
Then [Expected outcome]


Are you talking about fields like ASP type and ASP description?



18

As a Programme Support Lead Administrator

I want feature... run a report that highlights all the extensions/Mat Leave/Deferral

So that we can use information for STP completion every year



Others/Reporting



2


MVP?Given [Current state]
When [User action]
Then [Expected outcome]


Tableau or matabase?



19

As an Education Training Manager

I want to update our CRM system with training officers who work with the school on events that we have found using database

So that we can have efficient and accurate management of data



Others



0



MVP?Given [Current state]
When [User action]
Then [Expected outcome]


How do you capture this in your present system? 


Access to Ed. Training Manager to edit?



20

As an HCS Administrator

I want integration with other systems e. e-portfolio, recruitment systems, assessment and progression data

So that we can have efficient and accurate management of data


Others



2



Given [Current state]
When [User action]
Then [Expected outcome]


How do you manage the integration presently?



21

As a HCS Administrators

I want admin rights protection 

So that new users require training before being allowed to make changes



Others


0

Confirmation messages to check if you want to delete update or information or not
Given [Current state]
When [User action]
Then [Expected outcome]





22

As an HCS Administrators

I want  system that enables continued communication with trainees who have completed e.g Alumni

So that ........


Others/Communication


0



Given [Current state]
When [User action]
Then [Expected outcome]


Similar to s/n 13



23

As an HCS Administrators

I want  easily accessible, efficient and stable system as current system is very slow when working remotely

So that  I can work more efficiently remotely



Others



0


MVP?Given [Current state]
When [User action]
Then [Expected outcome]


TIS should provide



24

As an HCS Administrators

I want  to be alerted when a trainee is due to return from Mat/Pat leave

So that this can be checked and updated



Other/Notification


0



Given [Current state]
When [User action]
Then [Expected outcome]




25

As an HCS Administrators

I want  a system where multiple users can access same information at the same time

So that ........



Others



1


MVP?Given [Current state]
When [User action]
Then [Expected outcome]


TIS should provide

From Workshop: Current HCS system Pains/Gains

Current HCS System  painsComments on PainsCurrent HCS system Gains
  1. Difficult to record Multiple employers and supervisors - This is the case for more than one placement 
  2. Regular crash of system
  3. System is slow
  4. Repeating updating the same information into multiple places
  5. Trainees unable to update personal information
  6. Trainee files not built into database - they are in different links
  7. Information deleted by accident - unable to retrieve back
  8. No save or undo function
  9. Tracking of changes to trainee status e.g transfer- When move employer they might change
  10. Have to click on a close button to close the database
  11. Strange messages - Non-descriptive error messages
  12. Log out issue
  13. More precise reporting in an easier format
  14. Information is very limited and not all in one place
  15. Limited reporting options
  16. Difficult to create custom report
  17. Numerous versions (currently on number 20)
  18. Remote access slow and unreliable

Pt1: Can TIS resolve this?

Pt5: TIS looking into Trainee App but not sure if edit by trainee is part of the MVP

Pt6: Might need more info on what  is contained in the trainee file but there should be a database that captures trainee info.

Pt7/8: Can information deleted be retrieved by TIS or is there a pop-up in TIS?

Pt9: How?

Pt13/15/16: Need to agree on Reporting- Tableau/metabase?


  1. Although limited, a standard report is easy to pull- Easy basic reprort
  2. Most of trainees details in one place
  3. Has information we need
  4. Multiple users can use at the same time
  5. All information about a whole trainee pathway in one place
  6. Only has our information - do not have  to filter out irrelevant information
  7. Easy/Quick access to database from desktop


From the Workshop: User Groups

User GroupCommentWho need Access (Y/N) and what sort of Access? read only/add/edit?
Training Programme DirectorsPart of school. Provide trainee support and they have access to trainee information
HCS Administrators

Programme Support Lead Administrator

Curriculum Support Officer

Lead Administrator

Education Training Manager

Trainee Support Case Manager

Trainee Programme Co-coordinator -TPC

Training Officers or Workplace SupervisorGive advise on which trainee they will supervise - Can they update certain trainee details on the system?
Trainees

ResearchersTo analyse and report trend/data
Academy of HCS - AHCSRegulator
Health and Care Professions Council - HCPCClinical Regulator
Professional Bodies

UniversitiesRunning academic programmes
Commissioners Approve funding, recruitment
  • No labels